UTI vs HSBC Business Cycles Fund compare

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UTI-Transpotation and Logistics Fund-Growth Option

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HSBC Business Cycles Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
Fund	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4067 Cr	₹1152 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	30 Jul 2005	20 Aug 2014
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	Nifty Transportation & Logistics TRI	NIFTY 500 TRI
Turn Over	14%	28%
Expense Ratio	1.96	2.28
Manager	Sachin Trivedi	Venugopal Manghat
ISIN Code	INF789F01299	INF917K01RF8
Exits Load	UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
1 Month	0.92%	0.27%
6 Month	13.72%	-4.83%
1 Year	16.9%	-3.63%
3 Year	26.18%	20.34%
5 Year	23.3%	19.88%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
6 Month	5.26%	-0.73%
1 Year	32.27%	6.8%
3 Year	22.47%	14.21%
5 Year	22.8%	16.87%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
1 Year	13.1%	10.69%
3 Year	17.26%	14.47%
5 Year	16.55%	11.17%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	14.14%	13.82%
Sharp	1.09%	0.83%
Beta	0.96%	1.13%
Alpha	-2.49%	2.52%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
Name	Sachin Trivedi	Venugopal Manghat
Total AUM	₹7301 Cr	₹41442 Cr
Funds Managed	3	7
	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
Others	5.53	5.86
Small Cap	13.33	36.42
Mid Cap	13.94	16.77
Large Cap	67.2	40.95

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	HSBC Business Cycles Fund - Regular Growth
Others	5.53	5.86
Auto Components & Equipments	0.43	-
Retailing	6.76	6.51
Auto Components	18.04	1.09
Agricultural, Commercial & Construction Vehicles	1.93	-
Automobiles	55.28	1.55
Transport Services	7.17	1.02
Industrial Products	0.3	4.85
Transport Infrastructure	4.49	-
Commercial Services & Supplies	0.07	-
Petroleum Products	-	5.47
Construction	-	7.76
Finance	-	4.91
Banks	-	14.94
Non - Ferrous Metals	-	1.01
Electrical Equipment	-	4.89
Paper, Forest & Jute Products	-	1.34
Aerospace & Defense	-	6.22
Chemicals & Petrochemicals	-	1.94
Fertilizers & Agrochemicals	-	1.79
Financial Technology (Fintech)	-	2.9
Consumer Durables	-	4.57
Capital Markets	-	8.3
Leisure Services	-	2.69
Industrial Manufacturing	-	4.11
Cement & Cement Products	-	2.52
Textiles & Apparels	-	2.66
Realty	-	1.1